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Centerpoint Advisory Group

Latest statistics and disclosures from Centerpoint Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, NVDA, AAPL, VIG, PYLD, and represent 24.24% of Centerpoint Advisory Group's stock portfolio.
Added to shares of these 10 stocks: CRWD, RDVI, OKE, XOM, SPMO, SPHQ, WTV, IWX, SHLD, SOXX.
Started 7 new stock positions in PANW, OKE, YEAR, EMR, CIBR, AMGN, XOM.
Reduced shares in these 10 stocks: Oneok, PYLD, , JGRO, VIG, FTSM, RPG, JPSE, BRK.B, SPTL.
Sold out of its positions in Exxon Mobil Corporation, RPG, JPSE, Oneok.
Centerpoint Advisory Group was a net buyer of stock by $3.7M.
Centerpoint Advisory Group has $161M in assets under management (AUM), dropping by 2.17%.
Central Index Key (CIK): 0002054093

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Positions held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 120 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	7.9	$13M	+4%	84k	151.58	View chart
NVIDIA Corporation (NVDA)	5.5	$8.8M		39k	228.38	View chart
Apple (AAPL)	4.3	$6.9M		21k	333.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.4	$5.4M	-4%	23k	233.31	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.2	$5.2M	-11%	204k	25.39	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	3.1	$5.0M	+3%	119k	42.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.0	$4.8M		38k	125.26	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.9	$4.7M	-7%	49k	96.58	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.8	$4.6M	+31%	165k	27.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	2.8	$4.5M		64k	69.71	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.3	$3.7M		58k	63.98	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.3	$3.7M	-5%	62k	59.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.1	$3.4M		30k	111.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.1	$3.3M	+18%	40k	84.08	View chart
Ishares Tr Core Div Grwth (DGRO)	2.0	$3.2M	+6%	43k	75.39	View chart
Broadcom (AVGO)	1.9	$3.0M		8.6k	351.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.8	$2.9M		30k	97.24	View chart
Microsoft Corporation (MSFT)	1.8	$2.9M		5.6k	512.91	View chart
Amazon (AMZN)	1.7	$2.7M		11k	249.15	View chart
JPMorgan Chase & Co. (JPM)	1.7	$2.7M		8.1k	330.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$2.6M		22k	117.77	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.6	$2.5M	-2%	27k	93.85	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.6	$2.5M	+16%	23k	109.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.5	$2.5M	+300%	9.3k	264.75	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$2.4M	-4%	33k	73.80	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$2.4M		30k	78.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$2.3M		24k	94.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$2.3M	+4%	9.1k	247.93	View chart
Wisdomtree Tr Us Value Fd (WTV)	1.2	$2.0M	+25%	19k	102.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.8M		5.2k	340.74	View chart
Abbvie (ABBV)	0.9	$1.5M		5.8k	261.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.4M		1.8k	765.99	View chart
Chevron Corporation (CVX)	0.8	$1.3M	-3%	6.3k	204.21	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.8	$1.3M		19k	67.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$1.1M	+25%	2.0k	568.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$1.1M		3.5k	304.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$1.0M	-5%	6.9k	146.75	View chart
Blackrock (BLK)	0.6	$1.0M		956.00	1058.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$973k	-15%	2.0k	497.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$936k	+6%	2.7k	344.08	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$872k		7.3k	118.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$859k	+18%	1.2k	700.76	View chart
Oneok (OKE)	0.5	$857k	NEW	10k	85.27	View chart
Meta Platforms Cl A (META)	0.5	$833k	-8%	1.1k	725.18	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.5	$819k	+21%	5.4k	151.62	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$797k		7.1k	112.82	View chart
Costco Wholesale Corporation (COST)	0.5	$794k		872.00	910.34	View chart
Dell Technologies CL C (DELL)	0.5	$794k		1.5k	537.95	View chart
Advanced Micro Devices (AMD)	0.5	$759k	-13%	1.2k	611.76	View chart
Home Depot (HD)	0.5	$734k	-14%	2.6k	284.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$690k	-4%	932.00	739.77	View chart
Wal-Mart Stores (WMT)	0.4	$672k		6.5k	103.92	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$615k	+74%	10k	60.08	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$614k		339.00	1811.67	View chart
First Tr Exchange-traded SHS (QTEC)	0.4	$599k		1.8k	329.73	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.4	$596k	NEW	3.7k	162.75	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.4	$584k		4.5k	130.74	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$580k	+5%	12k	49.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$567k	-13%	8.5k	66.76	View chart
Caterpillar (CAT)	0.3	$510k	-6%	629.00	810.79	View chart
Bank of America Corporation (BAC)	0.3	$508k	+2%	9.3k	54.43	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$496k	-3%	9.6k	51.90	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$477k	-25%	20k	23.85	View chart
Tesla Motors (TSLA)	0.3	$477k		1.3k	354.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$458k		2.2k	207.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$441k		966.00	456.19	View chart
3M Company (MMM)	0.3	$437k		2.7k	164.15	View chart
American Express Company (AXP)	0.3	$415k		1.4k	304.10	View chart
Deere & Company (DE)	0.3	$412k		614.00	671.55	View chart
Eli Lilly & Co. (LLY)	0.3	$410k	-4%	354.00	1157.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$403k	-3%	1.7k	241.31	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$395k		20k	19.93	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$390k		12k	33.17	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$383k	+3%	7.2k	53.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$375k	+13%	12k	32.53	View chart
Procter & Gamble Company (PG)	0.2	$362k		2.5k	145.28	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$361k		3.0k	121.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$360k		8.3k	43.13	View chart
Palantir Technologies Cl A (PLTR)	0.2	$359k	-3%	1.9k	187.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$354k	-5%	7.0k	50.37	View chart
Merck & Co (MRK)	0.2	$352k	+3%	2.4k	145.31	View chart
Arista Networks Com Shs (ANET)	0.2	$347k		1.7k	203.59	View chart
Micron Technology (MU)	0.2	$346k	+22%	325.00	1065.11	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$341k		912.00	374.24	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$329k		5.4k	61.50	View chart
Globe Life (GL)	0.2	$316k		1.9k	165.65	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.2	$313k	-6%	7.3k	42.79	View chart
Netflix (NFLX)	0.2	$303k	-31%	4.4k	69.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$299k		2.8k	106.71	View chart
PNC Financial Services (PNC)	0.2	$299k		1.3k	222.26	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.2	$295k	-3%	6.1k	48.19	View chart
Southern Copper Corporation (SCCO)	0.2	$291k		1.4k	202.64	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.2	$286k	-18%	5.6k	51.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$285k	+11%	965.00	294.91	View chart
Iron Mountain (IRM)	0.2	$276k		2.5k	110.95	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.2	$274k	-6%	11k	25.45	View chart
RBB F/m Us Treasury (TBIL)	0.2	$260k		5.2k	49.85	View chart
Wells Fargo & Company (WFC)	0.2	$253k		3.2k	80.05	View chart
Ge Vernova (GEV)	0.2	$251k	+25%	264.00	950.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$248k	-4%	325.00	762.63	View chart
Union Pacific Corporation (UNP)	0.1	$238k	+3%	875.00	272.13	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$238k		3.9k	60.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$235k		1.2k	195.75	View chart
Amgen (AMGN)	0.1	$224k	NEW	532.00	421.51	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.1	$223k	-2%	6.4k	34.93	View chart
Johnson & Johnson (JNJ)	0.1	$220k	+4%	831.00	264.74	View chart
Palo Alto Networks (PANW)	0.1	$219k	NEW	551.00	397.31	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.1	$218k	NEW	4.4k	50.08	View chart
Fs Kkr Capital Corp (FSK)	0.1	$218k	-30%	20k	10.99	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$213k	NEW	2.1k	103.09	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$209k		2.4k	86.48	View chart
Cummins (CMI)	0.1	$207k		400.00	516.57	View chart
UnitedHealth (UNH)	0.1	$206k	+2%	562.00	367.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$203k		732.00	277.89	View chart
Goldman Sachs (GS)	0.1	$203k	-3%	225.00	900.36	View chart
Emerson Electric (EMR)	0.1	$202k	NEW	1.3k	155.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$202k	-16%	1.5k	137.68	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$107k	-8%	21k	5.16	View chart
Gevo Com Par (GEVO)	0.0	$71k		54k	1.31	View chart
Maia Biotechnology (MAIA)	0.0	$19k		16k	1.18	View chart

Past Filings by Centerpoint Advisory Group

SEC 13F filings are viewable for Centerpoint Advisory Group going back to 2024

Centerpoint Advisory Group 2026 Q3 filed Oct. 23, 2026
Centerpoint Advisory Group 2026 Q2 filed July 29, 2026
Centerpoint Advisory Group 2026 Q1 filed April 29, 2026
Centerpoint Advisory Group 2025 Q4 filed Feb. 3, 2026
Centerpoint Advisory Group 2025 Q3 filed Nov. 4, 2025
Centerpoint Advisory Group 2025 Q2 filed Aug. 6, 2025
Centerpoint Advisory Group 2025 Q1 filed April 22, 2025
Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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